Joel Isaacson & Co., LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$722,481
+18.2%
10,210
+21.3%
0.05%
+19.5%
Q2 2023$611,394
+9.1%
8,419
+10.0%
0.04%
+2.5%
Q1 2023$560,205
+6.0%
7,657
+9.5%
0.04%
-2.4%
Q4 2022$528,380
+34.8%
6,995
+18.7%
0.04%
+20.6%
Q3 2022$392,000
-6.7%
5,895
+0.6%
0.03%
-2.9%
Q2 2022$420,000
-8.3%
5,861
+0.6%
0.04%
+2.9%
Q1 2022$458,000
+31.6%
5,827
+35.4%
0.03%
+41.7%
Q4 2021$348,000
+9.4%
4,304
+0.4%
0.02%0.0%
Q3 2021$318,000
-1.5%
4,287
+0.4%
0.02%
-4.0%
Q2 2021$323,000
+4.2%
4,271
+0.3%
0.02%
-7.4%
Q1 2021$310,000
+14.0%
4,257
+0.3%
0.03%0.0%
Q4 2020$272,000
+288.6%
4,243
+165.2%
0.03%
+92.9%
Q4 2016$70,000
+2.9%
1,6000.0%0.01%0.0%
Q3 2016$68,000
+3.0%
1,6000.0%0.01%0.0%
Q2 2016$66,000
+3.1%
1,6000.0%0.01%0.0%
Q1 2016$64,000
+3.2%
1,6000.0%0.01%
-6.7%
Q4 2015$62,000
+100.0%
1,600
+87.6%
0.02%
+87.5%
Q3 2015$31,0008530.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders